Heritage Family Offices’s Accenture ACN Stock Holding History

Heritage Family Offices’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$514K	Sell
2025 Q2	$1.88M	Hold
2025 Q1	$1.92M	Buy
2024 Q4	$2.11M	Buy
2024 Q3	$2.09M	Sell
2024 Q2	$1.8M	Buy